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Helen of Troy
HELE

Overview Fund Activity

271 hedge funds and large institutions have $2.99B invested in Helen of Troy in 2024 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 97 increasing their positions, 92 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
271
Holders Change
+11
Holders Change %
+4.23%
% of All Funds
3.93%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
35
Increased
97
Reduced
92
Closed
24
Calls
$40.8M
Puts
$89.9M
Net Calls
-$49.1M
Net Calls Change
+$5.49M

Top Buyers

1
SCM
1
Snyder Capital Management
California
$78.1M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$397M
3
EARNEST Partners
3
EARNEST Partners
Georgia
$74.7M
4
LCM
4
Landscape Capital Management
New Jersey
$6.69M
5
TC
5
TwinBeech Capital
New York
$5.39M

Top Sellers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$125M
2
Morgan Stanley
2
Morgan Stanley
New York
$19.6M
3
CB
3
Cooke & Bieler
Pennsylvania
$216M
4
Lazard Asset Management
4
Lazard Asset Management
New York
$6.33M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
NIMC
101
Nierenberg Investment Management Company
Washington
$1.51M – – –
Renaissance Technologies
102
Renaissance Technologies
New York
$1.5M +$1.05M +9,100 +233%
Millennium Management
103
Millennium Management
New York
$1.48M -$5M -43,418 -77%
AB
104
Amalgamated Bank
New York
$1.44M -$159K -1,384 -10%
QEI
105
QSV Equity Investors
Illinois
$1.42M +$2.77K +24 +0.2%
GCM
106
Graham Capital Management
Connecticut
$1.36M +$782K +6,786 +135%
WSCM
107
Wellington Shields Capital Management
New York
$1.36M – – –
DTL
108
Dynamic Technology Lab
Singapore
$1.33M +$1.33M +11,537 New
Janus Henderson Group
109
Janus Henderson Group
United Kingdom
$1.31M – – –
OAM
110
Oppenheimer Asset Management
New York
$1.3M +$22.8K +198 +2%
Verition Fund Management
111
Verition Fund Management
Connecticut
$1.28M +$1.02M +8,828 +395%
YCM
112
Yousif Capital Management
Michigan
$1.25M -$32.2K -279 -3%
SCM
113
Semanteon Capital Management
Massachusetts
$1.24M +$1.24M +10,774 New
ACA
114
Anchor Capital Advisors
Massachusetts
$1.19M -$6.11K -53 -0.5%
CC
115
Centiva Capital
New York
$1.17M +$445K +3,862 +61%
Arrowstreet Capital
116
Arrowstreet Capital
Massachusetts
$1.14M -$348K -3,017 -23%
US Bancorp
117
US Bancorp
Minnesota
$1.13M -$373K -3,241 -25%
New York State Common Retirement Fund
118
New York State Common Retirement Fund
New York
$1.12M +$23.1K +200 +2%
PI
119
PEAK6 Investments
Illinois
$1.08M -$609K -5,287 -36%
Qube Research & Technologies (QRT)
120
Qube Research & Technologies (QRT)
United Kingdom
$1.07M +$973K +8,441 +976%
CIC
121
Cornercap Investment Counsel
Georgia
$1.06M +$1.84K +16 +0.2%
MUAMU
122
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$1.04M +$115K +1,000 +13%
GIA
123
GHP Investment Advisors
Colorado
$987K -$192K -1,667 -16%
CAPTRUST Financial Advisors
124
CAPTRUST Financial Advisors
North Carolina
$983K +$201K +1,743 +26%
Ensign Peak Advisors
125
Ensign Peak Advisors
Utah
$943K -$47.6K -413 -5%
3 4
5
6 7